2024骞碈FA-ESG鑰冭│鑰冪侗鏇存柊

CFA-ESG 鏄� CFA 鍗�(xi茅)鏈冨皥闁€鐐� ESG (鐠�(hu谩n)澧�銆佺ぞ鏈�銆佸叕鍙告不鐞�)瑷�(sh猫)瑷堢殑璩囨牸璀夋浉锛屽叾鐩殑鏄公鍔╅噾铻嶅皥妤�(y猫)浜哄＋鏇村ソ鍦颁簡瑙� ESG 鍥犵礌鐨勫奖闊�锛屼互鍙婂浣曞皣鍏剁磵鍏ユ姇璩囨焙绛栦腑銆�

绗竴绔狅細ESG鎶曡硣绨′粙

绗簩绔狅細ESG甯傚牬

绗笁绔狅細鐠�(hu谩n)澧冨洜绱�

绗洓绔狅細绀炬渻鍥犵礌

绗簲绔狅細娌荤悊鍥犵礌

绗叚绔狅細鍙冭垏鍜岀鐞�

绗竷绔狅細ESG鍒嗘瀽銆佷及鍊煎拰鏁村悎

绗叓绔狅細ESG鏁村悎鎶曡硣绲勫悎妲�(g貌u)寤哄拰绠＄悊

绗節绔狅細鎶曡硣鎸囦护銆佹姇璩囩祫鍚堝垎鏋愬拰瀹㈡埗鍫卞憡

Chapter 1: Introduction to ESG Investing

涓昏鏀归€�(j矛n)榛烇細ESG 2024(v5)绗�1绔犲寘鎷附鍏�33閬撶反缈�(x铆)椤�锛屾瘮2023(v4)澶氫簡8閬撶反缈�(x铆)椤�銆�

鑸囧(xu茅)缈�(x铆)鐩(bi膩o)鐒￠棞(gu膩n)锛氭矑鏈夎畩鍖�

Chapter 2: The ESG Market

涓昏鏀归€�(j矛n)榛烇細ESG 2024(v5)绗�2绔犲寘鎷附鍏�32閬撶反缈�(x铆)椤�锛屾瘮2023(v4)澶氫簡7閬撶反缈�(x铆)椤�銆�

鑸囧(xu茅)缈�(x铆)鐩(bi膩o)鐒￠棞(gu膩n)锛氬埅闄や簡瀛�(xu茅)缈�(x铆)鐩(bi膩o)2.1.1 瑙ｉ噵ESG鎶曡硣鐨勬鍙�

Chapter 3: Environmental Factors

涓昏鏀归€�(j矛n)榛烇細ESG 2024(v5)绗�3绔犲寘鎷附鍏�32閬撶反缈�(x铆)椤岋紝姣�2023(v4)澶氫簡7閬撶反缈�(x铆)椤�銆傛洿鏂颁簡鍚勭ó鏁�(sh霉)鎿�(j霉)銆佺当(t菕ng)瑷堟暩(sh霉)鎿�(j霉)銆佸湒琛ㄥ拰鍏紡銆�

鑸囧(xu茅)缈�(x铆)鐩(bi膩o)鐒￠棞(gu膩n)锛氭柊澧炰簡LOS(3.1.7)锛氭弿杩板拰瑙ｉ噵鎳�(y墨ng)鐢ㄤ簬鐢熺墿澶氭ǎ鎬у強鍏朵及鍊�銆侀ⅷ(f膿ng)闅鐞嗕互鍙婅垏鐠�(hu谩n)澧冨洜绱犲拰鑸囪嚜鐒剁浉闂�(gu膩n)鐨勯ⅷ(f膿ng)闅浉闂�(gu膩n)鐨勬柟娉曡珫銆�

Chapter 4: Social Factors

涓昏鏀归€�(j矛n)榛烇細ESG 2024(v5)绗�4绔犲寘鎷附鍏�37閬撶反缈�(x铆)椤�锛屾瘮2023(v4)澶氫簡15閬撶反缈�(x铆)椤屻€傛洿鏂颁簡鍚勭ó鏁�(sh霉)鎿�(j霉)鍜岀当(t菕ng)瑷堟暩(sh霉)鎿�(j霉)銆�

鑸囧(xu茅)缈�(x铆)鐩(bi膩o)鐒￠棞(gu膩n)锛氭矑鏈夎畩鍖�

Chapter 5: Governance Factors

涓昏鏀归€�(j矛n)榛烇細鍦‥SG 2024(v5)绗�5绔犱腑锛岀反缈�(x铆)椤岀殑鏁�(sh霉)閲忓鍔犲埌39閬�锛屾瘮涔嬪墠鐨勭増鏈�(v4)澶氫簡14閬撶反缈�(x铆)椤屻€傚皣“绨¤涓戣仦”涓€绡€(ji茅)鏀圭偤“閲嶅ぇ浼佹キ(y猫)涓戣仦锛氭不鐞嗗け瑾ゅ拰缍�(j墨ng)椹楁暀瑷�(x霉n)”锛屼娇鍏�(n猫i)瀹规洿鍔犲畬鍠勩€傚湪鏂拌垐甯傚牬娌荤悊閮ㄥ垎澧炲姞浜嗗皪鍗板害銆佸崡闈炲拰宸磋タ鐨勪粙绱广€�

鑸囧(xu茅)缈�(x铆)鐩(bi膩o)鐒￠棞(gu膩n)锛氭矑鏈夎畩鍖�

Chapter 6: Engagement and Stewardship

涓昏鏀归€�(j矛n)榛烇細ESG 2024(v5)绗�6绔犲叡鍖呭惈30鍊嬬反缈�(x铆)椤岋紝姣�2023(v4)澶氫簡5鍊嬬反缈�(x铆)椤�銆傚皪涓€浜涙钀介€�(j矛n)琛屼簡閲嶆柊鎺掑垪锛屼互鎻愰珮鍙畝鎬�銆�

鑸囧(xu茅)缈�(x铆)鐩(bi膩o)鐒￠棞(gu膩n)锛�6.1.3閫�(j矛n)琛屼簡閲嶅鍜岀啊鍖�銆�6.1.5閫�(j矛n)琛屼簡閲嶅锛屽苟鍒嗘垚浜嗗叐鍊嬮儴鍒�銆�

Chapter 7: ESG Analysis, Valuation, and Integration

涓昏鏀归€�(j矛n)榛烇細ESG 2024(v5)绗�7绔犲叡鍖呭惈30閬撶反缈�(x铆)椤�锛屾瘮2023(v4)澶氫簡5閬�銆傛柊澧炲収(n猫i)瀹规兜钃嬫柊鑸堝競鍫寸殑ESG鎶曡硣銆佸彟椤炴姇璩囥€佸彲鎸佺簩(x霉)鐧�(f膩)灞曞偟鍒�銆両SSB妯�(bi膩o)婧�(zh菙n)浠ュ強鍩轰簬DCF妯″瀷鐨勫熀绀�(ch菙)妗堜緥鐮旂┒銆傚ぇ骞呯啊鍖栧収(n猫i)瀹�銆備笉瑷堢反缈�(x铆)椤�锛屽瓧?j菒n)?sh霉)娓涘皯浜嗙磩33%锛屽苟閲嶆柊绲勭箶浜嗚绋嬮爢搴忎互鎻愰珮闁辫畝绨℃綌鎬�銆�

鑸囧(xu茅)缈�(x铆)鐩(bi膩o)鐒￠棞(gu膩n)锛氬埅闄や簡“瑙ｉ噵灏嘐SG鏁村悎鍒版姇璩囨祦绋嬩腑鐨勭洰鐨勫拰鐩(bi膩o)銆�”(鑸囩1绔犻噸寰�(f霉))銆傚埅闄や簡“鎻忚堪ESG鍜屽彲鎸佺簩(x霉)鐧�(f膩)灞曟暩(sh霉)鎿�(j霉)鐨勫叾浠栫敤閫�銆�”(涓嶅湪ESG鎶曡硣鐨勮寖鍦嶅収(n猫i))銆�

Chapter 8: ESG Integrated Portfolio Construction and Management

涓昏鏀归€�(j矛n)榛烇細ESG 2024(v5)绗�8绔犲叡鍖呭惈31閬撶反缈�(x铆)椤�锛屾瘮2023(v4)澶氫簡6閬�銆傜啊鍖栧収(n猫i)瀹广€傞櫎绶寸繏(x铆)椤屽锛屽瓧?j菒n)?sh霉)姣斾箣鍓嶇殑鐗堟湰(v4)娓涘皯浜嗙磩10%銆�

鑸囧(xu茅)缈�(x铆)鐩(bi膩o)鐒￠棞(gu膩n)锛氭矑鏈夎畩鍖�

2024骞寸涓夊搴sg鍒嗘瀽甯€冭│鏅傞枔闋�(y霉)瑷�9鏈堥€�(j矛n)琛岋紝澶у鍙互鍦ㄩ爜闈笂鏂瑰厤璨诲～瀵煭淇￠爯(y霉)绱勬彁閱�銆�

鏈珯鐐哄ぇ瀹跺厤璨绘彁渚汦SG鍟嗘キ(y猫)鍒嗘瀽甯�-瀛�(xu茅)鍓嶇彮锛�榛炴搳涓嬪湒鍏嶈不闋�(l菒ng)鍙�锛屾柟渚垮ぇ瀹朵簡瑙SG!

浠ヤ笂鍏�(n猫i)瀹规槸鏈珯绶ㄨ集鏁寸悊鐨�"2024骞碈FA-ESG鑰冭│鑰冪侗鏇存柊"鍏ㄩ儴鍏�(n猫i)瀹癸紝灏忕法鐐哄唬澶ц€冪敓涓婂偝浜唀sg鍟嗘キ(y猫)鍒嗘瀽甯牨鑰冩寚鍗�銆佸倷鑰冩寚灏�(d菐o)绛夊収(n猫i)瀹�锛屽彲榛炴搳涓嬫柟“鍏嶈不涓嬭級”鎸夐垥閫�(j矛n)鍏ヤ笅杓夐爜闈�銆�